Ramamurthy G.
Results-driven banking and financial services professional with 10+ years of experience
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About
Results-driven banking and financial services professional with 10+ years of experience across commercial lending, loan operations, mortgage processes, insurance operations, customer service, and compliance. Demonstrated expertise in deal booking, loan closing support, documentation review, quality assurance, operational controls, stakeholder management, and process improvement. Recognized for strong ownership, accuracy, risk awareness, and the ability to deliver high-quality results in fast-paced operational environments.
Experience
Loan Operations Professional at Wells Fargo India Pvt. Ltd. (2024-04 – Present)
- Review complex commercial loan documentation to facilitate accurate and timely funding.
- Perform quality assurance reviews while ensuring adherence to operational controls and compliance standards.
- Collaborate with underwriting, sales, and onshore stakeholders to prioritize critical transactions.
- Track productivity, accuracy, and look-back review metrics to support operational excellence.
- Deliver training and floor support to new team members and contribute to team development.
Insurance Operations Specialist at Shriram General Insurance Company Limited (2021-11 – 2023-10)
- Processed policy transactions, endorsements, cancellations, and documentation reviews.
- Ensured compliance with regulatory requirements and internal quality standards.
- Managed relationships with banks, NBFCs, and dealer partners to support business objectives.
- Coordinated with claims teams to resolve escalations and improve customer experience.
Financial Advisor Recruiter and Trainer at Bajaj Allianz & Max Life Insurance Co. Ltd. (2019-12 – 2021-08)
- Recruited and onboarded financial advisors while managing licensing and compliance requirements.
- Conducted training programs on products, regulations, and business processes.
- Assisted clients with financial planning, policy selection, and portfolio reviews.
Loan Operations and Credit Assessment Specialist at Siddaganga Enterprises (2013-06 – 2019-12)
- Evaluated customer eligibility through financial analysis and credit assessment.
- Reviewed KYC documentation and compliance requirements for loan applications.
- Coordinated with banking partners to support loan sanctioning and disbursement activities.
- Provided post-disbursement support and customer relationship management.
Education
Bachelor of Commerce in Commerce – D Banumaiah College, Mysore (2007-01 – 2010-01)
